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Trust Company’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Trust Company’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$462K Buy
4,329
+92
+2% +$10.2K 0.04% 111
2026
Q2 		$467K Sell
4,237
-245
-5% -$25.8K 0.04% 107
2026
Q1 		$436K Sell
4,482
-516
-10% -$51.5K 0.04% 125
2025
Q4 		$481K Buy
4,998
+334
+7% +$32.1K 0.05% 117
2025
Q3 		$450K Buy
4,664
+493
+12% +$46.7K 0.05% 93
2025
Q2 		$384K Sell
4,171
-880
-17% -$76K 0.04% 103
2025
Q1 		$430K Buy
5,051
+99
+2% +$8.83K 0.05% 100
2024
Q4 		$438K Sell
4,952
-112
-2% -$10.2K 0.05% 101
2024
Q3 		$446K Buy
5,064
+210
+4% +$17.7K 0.05% 96
2024
Q2 		$394K Buy
4,854
+501
+12% +$40.8K 0.05% 98
2024
Q1 		$366K Sell
4,353
-110
-2% -$8.72K 0.05% 95
2023
Q4 		$347K Buy
4,463
+526
+13% +$37.4K 0.04% 101
2023
Q3 		$273K Sell
3,937
-161
-4% -$11.7K 0.04% 111
2023
Q2 		$299K Sell
4,098
-36
-0.9% -$2.5K 0.04% 123
2023
Q1 		$289K Sell
4,134
-287
-6% -$20.3K 0.04% 120
2022
Q4 		$298K Buy
4,421
+159
+4% +$10.7K 0.05% 114
2022
Q3 		$265K Buy
4,262
+52
+1% +$3.58K 0.06% 112
2022
Q2 		$272K Buy
4,210
+13
+0.3% +$925 0.06% 116
2022
Q1 		$328K Buy
+4,197
New +$323K 0.06% 106

Other funds holding IWR

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return

Trust Company's IWR Position: Q3 2026 in Review

Trust Company increased its iShares Russell Mid-Cap ETF (IWR) stake by 2.2% in Q3 2026, buying an estimated $10.2K and bringing the position to 4,329 shares worth $462K. The position accounts for 0.04% of the portfolio, ranked #111.

Trust Company first reported a position in IWR in Q1 2022 and has held it in 19 quarters since. The position peaked at $481K in Q4 2025. 103 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • Trust Company held 4,329 shares of iShares Russell Mid-Cap ETF worth $462K as of Q3 2026.
  • Trust Company bought 92 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $10.2K.
  • iShares Russell Mid-Cap ETF made up 0.04% of Trust Company's portfolio in Q3 2026, its #111 holding.
  • Trust Company first reported a position in iShares Russell Mid-Cap ETF in Q1 2022 and has held it in 19 quarters since.
  • Trust Company's iShares Russell Mid-Cap ETF position peaked at $481K in Q4 2025.
  • 103 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Trust Company's 13F filing for Q3 2026, filed 9 Oct 2026.